Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Encompass Health Corp. (EHC)
← All EHC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 50,660 0.10 $96.73 $4,900,342 SEC
2025   Q4 50,660 0.08 $106.14 $5,377,052 SEC
2025   Q3 50,660 0.08 Reduce 11.99% <0.01 $107.52–127.99 · VW $117.24i $6,434,833 SEC
2025   Q2 57,560 0.08 Reduce 18.73% 0.02 $105.70–124.67 · VW $117.38i $7,058,583 SEC
2025   Q1 70,830 0.08 Reduce 13.34% <0.01 $92.53–122.09 · VW $111.84i $7,173,662 SEC
2024   Q4 81,730 0.07 Reduce 11.37% <0.01 $87.85–103.83 · VW $97.27i $7,547,766 SEC
2024   Q3 92,210 0.07 Reduce 2.33% <0.01 $90.43–104.55 · VW $99.31i $8,911,174 SEC
2024   Q2 94,410 0.07 Reduce 6.10% <0.01 $82.74–94.38 · VW $90.06i $8,099,434 SEC
2024   Q1 100,540 0.06 Reduce 4.74% <0.01 $73.82–87.94 · VW $82.72i $8,302,593 SEC
2023   Q4 105,540 0.05 $66.72 $7,041,629 SEC
2023   Q3 105,540 0.06 Reduce 14.01% <0.01 $57.55–71.57 · VW $64.76i $7,088,066 SEC
2023   Q2 122,740 0.06 Reduce 3.11% <0.01 $61.43–72.06 · VW $68.18i $8,310,725 SEC
2023   Q1 126,680 0.05 $53.13 $6,730,508 SEC
2022   Q4 126,680 0.06 Reduce 4.75% <0.01 $55.45–64.90 · VW $58.96i $7,576,731 SEC
2022   Q3 133,000 0.05 Reduce 20.45% 0.01 $45.11–58.48 · VW $54.02i $6,016,000 SEC
2022   Q2 167,181 0.06 Add 5.16% <0.01 $42.19–54.11 · VW $48.29i $7,455,000 SEC
2022   Q1 158,985 0.07 Add 27.44% 0.02 $49.10–59.36 · VW $53.53i $8,994,000 SEC
2021   Q4 124,757 0.05 Add 10.08% <0.01 $44.80–54.74 · VW $50.69i $6,477,000 SEC
2021   Q3 113,331 0.05 Add 44.12% 0.02 $45.79–64.80 · VW $52.14i $6,766,000 SEC
2021   Q2 78,638 0.04 Add 8.72% <0.01 $60.53–69.09 · VW $64.01i $4,882,000 SEC
2021   Q1 72,328 0.04 Add 40.41% 0.01 $61.11–71.34 · VW $66.90i $4,713,000 SEC
2020   Q4 51,512 0.03 Add 12.18% <0.01 $62.12–70.34 · VW $65.49i $3,389,000 SEC
2020   Q3 45,918 0.02 Add 34.89% <0.01 $48.08–65.97 · VW $59.38i $2,374,000 SEC
2020   Q2 34,040 0.02 Add 19.25% <0.01 $46.93–60.11 · VW $52.98i $1,677,000 SEC
2020   Q1 28,546 0.02 Reduce 10.35% <0.01 $38.19–65.66 · VW $54.04i $1,454,000 SEC
2019   Q4 31,840 0.02 Add 2.47% <0.01 $54.00–66.27 · VW $59.94i $1,755,000 SEC
2019   Q3 31,073 0.02 Add 12.78% <0.01 $47.76–58.03 · VW $54.01i $1,564,000 SEC
2019   Q2 27,553 0.02 Add 7.87% <0.01 $46.21–54.52 · VW $49.70i $1,389,000 SEC
2019   Q1 25,542 0.01 Add 18.62% <0.01 $45.14–52.59 · VW $48.20i $1,187,000 SEC
2018   Q4 21,532 0.01 Add 16.29% <0.01 $47.32–60.62 · VW $52.72i $1,057,000 SEC
2018   Q3 18,516 0.01 Reduce 8.00% <0.01 $52.46–65.33 · VW $59.21i $1,148,000 SEC
2018   Q2 20,125 0.01 $53.87 $1,084,000 SEC
2018   Q1 20,125 0.01 Add 4.64% <0.01 $41.80–52.40 · VW $48.57i $915,000 SEC
2017   Q4 19,232 0.01 Buy 0.01 $37.96–44.65 · VW $41.66i $756,000 SEC
Price snapshot:
Current price$110.04
Avg. buy price$55.10
+/- since buy99.71%
52-week low$92.41
52-week high$127.27